Merge pull request #321

feat(accounts): add option for untracking accounts on a per user basis

app/apps/accounts/migrations/0016_account_untracked_by.py

@@ -0,0 +1,20 @@
+# Generated by Django 5.2.4 on 2025-08-09 05:52
+
+from django.conf import settings
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ('accounts', '0015_alter_account_owner_alter_account_shared_with_and_more'),
+        migrations.swappable_dependency(settings.AUTH_USER_MODEL),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name='account',
+            name='untracked_by',
+            field=models.ManyToManyField(blank=True, related_name='untracked_accounts', to=settings.AUTH_USER_MODEL),
+        ),
+    ]

app/apps/accounts/models.py

@@ -1,11 +1,11 @@
 from django.conf import settings
 from django.core.exceptions import ValidationError
 from django.db import models
-from django.db.models import Q
 from django.utils.translation import gettext_lazy as _
 
-from apps.transactions.models import Transaction
+from apps.common.middleware.thread_local import get_current_user
 from apps.common.models import SharedObject, SharedObjectManager
+from apps.transactions.models import Transaction
 
 
 class AccountGroup(SharedObject):
@@ -62,6 +62,11 @@ class Account(SharedObject):
         verbose_name=_("Archived"),
         help_text=_("Archived accounts don't show up nor count towards your net worth"),
     )
+    untracked_by = models.ManyToManyField(
+        settings.AUTH_USER_MODEL,
+        blank=True,
+        related_name="untracked_accounts",
+    )
 
     objects = SharedObjectManager()
     all_objects = models.Manager()  # Unfiltered manager
@@ -75,6 +80,10 @@ class Account(SharedObject):
     def __str__(self):
         return self.name
 
+    def is_untracked_by(self):
+        user = get_current_user()
+        return self.untracked_by.filter(pk=user.pk).exists()
+
     def clean(self):
         super().clean()
         if self.exchange_currency == self.currency:

app/apps/accounts/urls.py

@@ -31,6 +31,11 @@ urlpatterns = [
         views.account_take_ownership,
         name="account_take_ownership",
     ),
+    path(
+        "account/<int:pk>/toggle-untracked/",
+        views.account_toggle_untracked,
+        name="account_toggle_untracked",
+    ),
     path("account-groups/", views.account_groups_index, name="account_groups_index"),
     path("account-groups/list/", views.account_groups_list, name="account_groups_list"),
     path("account-groups/add/", views.account_group_add, name="account_group_add"),

app/apps/accounts/views/accounts.py

@@ -155,6 +155,26 @@ def account_delete(request, pk):
     )
 
 
+@only_htmx
+@login_required
+@require_http_methods(["GET"])
+def account_toggle_untracked(request, pk):
+    account = get_object_or_404(Account, id=pk)
+    if account.is_untracked_by():
+        account.untracked_by.remove(request.user)
+        messages.success(request, _("Account is now tracked"))
+    else:
+        account.untracked_by.add(request.user)
+        messages.success(request, _("Account is now untracked"))
+
+    return HttpResponse(
+        status=204,
+        headers={
+            "HX-Trigger": "updated",
+        },
+    )
+
+
 @only_htmx
 @login_required
 @require_http_methods(["GET"])

app/apps/insights/utils/transactions.py

@@ -13,7 +13,9 @@ from apps.insights.forms import (
 )
 
 
-def get_transactions(request, include_unpaid=True, include_silent=False):
+def get_transactions(
+    request, include_unpaid=True, include_silent=False, include_untracked_accounts=False
+):
     transactions = Transaction.objects.all()
 
     filter_type = request.GET.get("type", None)
@@ -95,4 +97,9 @@ def get_transactions(request, include_unpaid=True, include_silent=False):
             Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True)
         )
 
+    if not include_untracked_accounts:
+        transactions = transactions.exclude(
+            account__in=request.user.untracked_accounts.all()
+        )
+
     return transactions

app/apps/insights/views.py

@@ -74,7 +74,7 @@ def index(request):
 def sankey_by_account(request):
     # Get filtered transactions
 
-    transactions = get_transactions(request)
+    transactions = get_transactions(request, include_untracked_accounts=True)
 
     # Generate Sankey data
     sankey_data = generate_sankey_data_by_account(transactions)
@@ -239,10 +239,14 @@ def late_transactions(request):
 @login_required
 @require_http_methods(["GET"])
 def emergency_fund(request):
-    transactions_currency_queryset = Transaction.objects.filter(
+    transactions_currency_queryset = (
-        is_paid=True, account__is_archived=False, account__is_asset=False
+        Transaction.objects.filter(
-    ).order_by(
+            is_paid=True, account__is_archived=False, account__is_asset=False
-        "account__currency__name",
+        )
+        .exclude(account__in=request.user.untracked_accounts.all())
+        .order_by(
+            "account__currency__name",
+        )
     )
     currency_net_worth = calculate_currency_totals(
         transactions_queryset=transactions_currency_queryset, ignore_empty=False
@@ -262,6 +266,7 @@ def emergency_fund(request):
             category__mute=False,
             mute=False,
         )
+        .exclude(account__in=request.user.untracked_accounts.all())
         .values("reference_date", "account__currency")
         .annotate(monthly_total=Sum("amount"))
     )

app/apps/monthly_overview/views.py

@@ -107,9 +107,15 @@ def transactions_list(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
+    base_queryset = (
-        reference_date__year=year, reference_date__month=month, account__is_asset=False
+        Transaction.objects.filter(
-    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+            reference_date__year=year,
+            reference_date__month=month,
+            account__is_asset=False,
+        )
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
+    )
 
     data = calculate_currency_totals(base_queryset, ignore_empty=True)
     percentages = calculate_percentage_distribution(data)
@@ -165,10 +171,14 @@ def monthly_account_summary(request, month: int, year: int):
 @require_http_methods(["GET"])
 def monthly_currency_summary(request, month: int, year: int):
     # Base queryset with all required filters
-    base_queryset = Transaction.objects.filter(
+    base_queryset = (
-        reference_date__year=year,
+        Transaction.objects.filter(
-        reference_date__month=month,
+            reference_date__year=year,
-    ).exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+            reference_date__month=month,
+        )
+        .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
+    )
 
     currency_data = calculate_currency_totals(base_queryset.all(), ignore_empty=True)
     currency_percentages = calculate_percentage_distribution(currency_data)

app/apps/net_worth/views.py

@@ -27,10 +27,12 @@ def net_worth(request):
         view_type = request.session.get("networth_view_type", "current")
 
     if view_type == "current":
-        transactions_currency_queryset = Transaction.objects.filter(
+        transactions_currency_queryset = (
-            is_paid=True, account__is_archived=False
+            Transaction.objects.filter(is_paid=True, account__is_archived=False)
-        ).order_by(
+            .order_by(
-            "account__currency__name",
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
         )
         transactions_account_queryset = Transaction.objects.filter(
             is_paid=True, account__is_archived=False
@@ -39,10 +41,12 @@ def net_worth(request):
             "account__name",
         )
     else:
-        transactions_currency_queryset = Transaction.objects.filter(
+        transactions_currency_queryset = (
-            account__is_archived=False
+            Transaction.objects.filter(account__is_archived=False)
-        ).order_by(
+            .order_by(
-            "account__currency__name",
+                "account__currency__name",
+            )
+            .exclude(account__in=request.user.untracked_accounts.all())
         )
         transactions_account_queryset = Transaction.objects.filter(
             account__is_archived=False

app/apps/transactions/views/transactions.py

@@ -589,7 +589,10 @@ def transaction_all_currency_summary(request):
 
     f = TransactionsFilter(request.GET, queryset=transactions)
 
-    currency_data = calculate_currency_totals(f.qs.all(), ignore_empty=True)
+    currency_data = calculate_currency_totals(
+        f.qs.exclude(account__in=request.user.untracked_accounts.all()),
+        ignore_empty=True,
+    )
     currency_percentages = calculate_percentage_distribution(currency_data)
 
     context = {

app/apps/yearly_overview/views.py

@@ -95,6 +95,7 @@ def yearly_overview_by_currency(request, year: int):
     transactions = (
         Transaction.objects.filter(**filter_params)
         .exclude(Q(Q(category__mute=True) & ~Q(category=None)) | Q(mute=True))
+        .exclude(account__in=request.user.untracked_accounts.all())
         .order_by("account__currency__name")
     )
 

app/templates/accounts/fragments/list.html

@@ -71,6 +71,17 @@
                  hx-get="{% url 'account_share_settings' pk=account.id %}">
                 <i class="fa-solid fa-share fa-fw"></i></a>
                 {% endif %}
+                <a class="btn btn-secondary btn-sm"
+                   role="button"
+                   hx-get="{% url 'account_toggle_untracked' pk=account.id %}"
+                   data-bs-toggle="tooltip"
+                   data-bs-title="{% if account.is_untracked_by %}{% translate "Track" %}{% else %}{% translate "Untrack" %}{% endif %}">
+                  {% if account.is_untracked_by %}
+                    <i class="fa-solid fa-eye fa-fw"></i>
+                  {% else %}
+                    <i class="fa-solid fa-eye-slash fa-fw"></i>
+                  {% endif %}
+                </a>
               </div>
             </td>
             <td class="col">{{ account.name }}</td>

app/templates/cotton/transaction/item.html

@@ -33,7 +33,7 @@
             </div>
           {% endif %}
         </div>
-        <div class="col-lg col-12 {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div class="col-lg col-12 {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           {#      Date#}
           <div class="row mb-2 mb-lg-1 tw:text-gray-400">
             <div class="col-auto pe-1"><i class="fa-solid fa-calendar fa-fw me-1 fa-xs"></i></div>
@@ -91,7 +91,7 @@
             {% endwith %}
           </div>
         </div>
-        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
+        <div class="col-lg-auto col-12 text-lg-end align-self-end {% if transaction.account.is_untracked_by or transaction.category.mute or transaction.mute %}tw:brightness-80{% endif %}">
           <div class="main-amount mb-2 mb-lg-0">
             <c-amount.display
                 :amount="transaction.amount"
@@ -146,16 +146,26 @@
                   <i class="fa-solid fa-ellipsis fa-fw"></i>
                 </button>
                 <ul class="dropdown-menu dropdown-menu-end dropdown-menu-md-start">
-                  {% if transaction.category.mute %}
+                  {% if transaction.account.is_untracked_by %}
-                  <li>
+                    <li>
-                    <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                      <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
-                      <i class="fa-solid fa-eye fa-fw me-2"></i>
+                        <i class="fa-solid fa-eye fa-fw me-2"></i>
-                      <div>
+                        <div>
-                        {% translate 'Show on summaries' %}
+                          {% translate 'Show on summaries' %}
-                        <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
+                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by account' %}</div>
-                      </div>
+                        </div>
-                    </a>
+                      </a>
-                  </li>
+                    </li>
+                  {% elif transaction.category.mute %}
+                    <li>
+                      <a class="dropdown-item disabled d-flex align-items-center" aria-disabled="true">
+                        <i class="fa-solid fa-eye fa-fw me-2"></i>
+                        <div>
+                          {% translate 'Show on summaries' %}
+                          <div class="d-block text-body-secondary tw:text-xs tw:font-medium">{% translate 'Controlled by category' %}</div>
+                        </div>
+                      </a>
+                    </li>
                   {% elif transaction.mute %}
                     <li><a class="dropdown-item" href="#" hx-get="{% url 'transaction_mute' transaction_id=transaction.id %}" hx-target="closest .transaction" hx-swap="outerHTML"><i class="fa-solid fa-eye fa-fw me-2"></i>{% translate 'Show on summaries' %}</a></li>
                   {% else %}